Report Options

Basic options

Title: The name of the report. It must be unique, i.e. no other report in the account can have this name.

Description: This text is shown at the beginning of the report. Here you could, for example, introduce important metrics and formulas that are used in the report.

Folder: Here you can choose an existing folder in which the report will be shown in the report overview.Hint: New folders can be defined in the report overview.

Period: The time period that is chosen by default for all report elements. You can choose other time periods for the single elements in their settings.Choose a dynamic time period in the calendar (i.e., one from the drop down menu) if you do not want the time period to relate to a fixed date range.

Show table of content: If this option is activated, a clickable list of all report elements at the top of the report is shown.

Enable Start Dialog: The start dialog is shown when you open a report. It allows for changing the time period and, if existing, the report filters before the first calculation of the report starts.If you choose "User can change this setting", then other users are allowed to deactivate this function.

Assign categories to report: Enables you to grant other users access to your report. If a report was not assigned to a category, only the creator of the report and the admin can access it. Categories and the rights for each user are set in the user management. Further information can be found in the training document „User Interface 2 - User Management“.

Dispatch on: Allows you to choose the day and time of the dispatch. Please note that the e-mail usually arrives several minutes after the choosen time period. This depends on how long it takes to calculate the report, as well as on external factors (i.e., e-mail processing).

Recipient emails: The e-mail addresses of the recipients can be seperated by space, comma, semicolon or line break ("ENTER").